Fingrid.ai
Module stack · Sales & Channels

Every channel that sources a loan, on one system.

Field teams, telecallers, branches, DSAs and BCs — Indian lending is sourced through many hands. The Sales stack runs them all on one pipeline, with targets, performance and payouts computed from the same data.

Also in this stack

Branch Sales

Walk-ins and branch-originated files run on the same pipeline as every other channel — captured at the branch, attributed to the branch, and counted in branch P&L. No separate module needed; the branch is a channel like any other, with its own targets and dashboards.

Also in this stack

APF Sales

For housing lenders, Approved Project Files turn a project, not a customer, into the sales unit. Fingrid tracks APF projects, builder relationships and per-project pipelines so files from an approved project move on pre-cleared legal rails.

Roadmap

AI Sales Assistants

In development: a Lead AI Chat assistant that qualifies and books inbound leads conversationally, and a Field Voice Agent that lets field executives log visits and update files by voice, in the language they work in.

Built around your business

See it on your own book.

A working demo on your products, your hierarchy and your workflows — not a slide deck.